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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,607 | $162,136+47.2% | $152,301+56.7% | $154,746+54.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.43% | 91.02%-77.6pp | 80.50%-67.1pp | 172.34%-158.9pp |
| Employer contribution / active EE | $997 | $4,890-79.6% | $4,624-78.4% | $4,379-77.2% |
| Participant deferral / active EE | $2,434 | $8,341-70.8% | $8,004-69.6% | $6,730-63.8% |
| Admin fee / account holder | $82,869 | $15,759+425.8% | $14,398+475.6% | $14,365+476.9% |